Automatic Payment Subscriptions

Can Client Sync be set up for monthly automatic payment subscriptions? I have a client who wants a subscriber to get 4 meetings a month for a set price.

Yes, absolutely.

Based on the code structure we have been working with (specifically the Pro Memberships Module), this is exactly what that feature was designed to do.

You will need the Client Sync Pro add-on and the WooCommerce Subscriptions plugin.

Here is the exact workflow to achieve “4 meetings a month for a set price”:

1. The Setup Logic

You are going to create a Membership Plan in Client Sync that acts as a “rule set” (e.g., “Allow 4 bookings per month for free”). Then, you will link that rule set to a WooCommerce Subscription product that handles the recurring billing.

2. Step-by-Step Configuration

Step A: Create the Membership Plan

1. Go to Client Sync > Memberships (or Forms -> Add New -> Membership Plan depending on your menu structure).
2. Title: “Monthly Consulting Plan”.
3. Add Rule:
   • Apply To: Select “All Services” (or a specific service like “Consulting Call”).
   • Rule Type: Booking Limit.
   • Value: 4.
   • Period: Per Month.
   • (Note: Based on your Membership_Rules_Engine code, if a user is under their limit, the price automatically becomes $0.00 in the cart).
4. Save the plan.

Step B: Create the WooCommerce Product

1. Go to Products > Add New.
2. Product Type: Simple Subscription (requires WooCommerce Subscriptions plugin).
3. Price: Set the monthly fee (e.g., $200 / month).
4. Publish the product.

Step C: Link Them

1. Go back to your Client Sync Membership Plan from Step A.
2. Look for the “WooCommerce Subscription Link” meta box in the sidebar.
3. Search for and select the Subscription Product you created in Step B.
4. Save.

3. How it works for the Customer

1. Purchase: The client buys the subscription on your site via WooCommerce.
2. Activation: The WC_Subscriptions_Integration class in your code detects the payment and automatically tags that user account with the Membership Plan ID.
3. Booking:
   • The user logs in.
   • They go to the booking form.
   • Bookings 1-4: The system sees they have a membership. It shows the price as $0.00 (Included in Membership) and lets them book instantly.
   • Booking 5: The system checks the _get_user_usage_for_period logic, sees they hit the limit of 4, and either blocks the booking or charges the full normal price (depending on how you set up additional rules).
4. Renewal: Next month, WooCommerce charges the card. The membership stays active, and the usage counter resets to 0 automatically.
5. Cancellation: If they cancel payment, the integration code removes the membership flag, and they can no longer book for free.